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Multi-Family OfficeRIA · CRD 304803SEC-Registered

Updated:

PlanRock Wealth Strategies

PLANROCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in BRENTWOOD, TN, registered since 2020. The firm manages approximately $71 million in...

PlanRock Wealth Strategies

PLANROCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in BRENTWOOD, TN, registered since 2020. The firm manages approximately $71 million in assets. It employs 7 staff and 6 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

What is PlanRock Wealth Strategies?

PlanRock Wealth Strategies is a multi family office tracked on Altss.

What does Altss track for PlanRock Wealth Strategies?

Altss maintains an OSINT-verified profile of PlanRock Wealth Strategies covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is PlanRock Wealth Strategies?

PlanRock Wealth Strategies is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on PlanRock Wealth Strategies?

Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.

When was PlanRock Wealth Strategies's Altss profile last updated?

PlanRock Wealth Strategies's source record was modified on July 6, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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